Keeping Up with the Pace of Change in Financial Services

Date / Time


This is a virtual event, accessible online and over phone. Access instructions will be provided after registration.


This is a complimentary program sponsored by Relativity.

Financial services is in a period of rapid transformation. How are firms in this space – from well-established banks to fintech startups—getting a full grasp on government requirements, scaling sustainably, maximizing their technology investments? And what is Legal’s role in all this innovation? 

From their vantage points in legal and change management roles in financial services organizations, panelists will share their experiences leading through industry changes and rapid growth, supporting innovation, and making change stick. 

Programming and production support provided by the marketing services team at Bloomberg Next.

Educational Objectives:
•    Understand the rapidly changing environment impacting the financial services industry;
•    Learn how the role of the legal department’s role has evolved in managing these changes;
•    Gain strategies for successfully implementing innovative solutions across company, and making the innovation stick. 

Who would benefit most from attending this program?
In-house counsel, outside counsel, and other legal professionals advising and working with companies in the financial services industry.


Allison Brecher
  • General Counsel
  • Vestwell

Allison brings over 15 years of legal and regulatory experience to Vestwell, having handled high profile and complex litigation involving employee benefits, ERISA, regulatory matters, data privacy, and electronic discovery. Previously, Allison was Senior Assistant General Counsel and Director of Information Management at Marsh & McLennan Companies. Prior to that, she handled ERISA, securities, and directors and officers claims for AIG.

Sadie Khodorkovsky Koyfman
  • Global Head eDiscovery Operations
  • JPMorgan Chase & Co.

Sadie is an Executive Director with JPMorgan Chase, leading the global eDiscovery operations group. Sadie focuses on the relationship between Legal, Compliance and its Business and Technology Partners. Sadie provides strategic guidance on various facets of eDiscovery, records and information management, technology integrations and application lifecycle management. Throughout her career, Sadie's experience has covered a wide range of global eDiscovery and information governance programs, including multi-national forensic investigations, crisis-driven litigations and Discovery Readiness assessments and continues to do so in her current role.

Daniel Pelc
  • Senior Manager
  • Relativity

Daniel Pelc is a Senior Industry Manager working with Relativity’s law firm customers. He was licensed to practice law in the State of Minnesota in 1998. Since 2000, Daniel has focused on solving client problems in electronic discovery, litigation readiness, and information governance. Taking his broad knowledge of the needs of law firm customers and a background in law, technology and business, Daniel creates meaningful opportunities to connect Relativity to global law firms through thought leadership, training and content-based opportunities.

Continuing Education

1.0 CLE; 1.0 General COA
A basic understanding of the regulations surrounding the financial services industry.
Production Date: